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First Trust Morningstar Divid Ledr shares owned by Worth Asset Management

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Worth Asset Management from 13F filings

Historical chart of Worth Asset Management investment in First Trust Morningstar Divid Ledr

Tip: Access up to 7 years of quarterly data

All positions including First Trust Morningstar Divid Ledr held by Worth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Worth Asset Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $6.7k 197 34.01
2023-03-31 $7.0k 197 35.50
2022-12-31 $7.2k 197 36.56
2022-09-30 $6.0k 197 30.46
2022-06-30 $7.0k 197 35.53

More positions owned by Worth Asset Management

Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)
Invesco Qqq Trust Series I Etf (QQQ)
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Core Balanced Etf Etf (CGBL)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Vanguard Mega Cap Growth Etf Etf (MGK)
Apple Stock (AAPL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Invesco Nasdaq 100 Etf Etf (QQQM)
Abrdn Physical Gold Shares Etf Etf (SGOL)
Vanguard Growth Etf Etf (VUG)
State Street Spdr S&p Biotech Etf Etf (XBI)

View all positions for Worth Asset Management

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Raymond James Financial
Ameriprise Financial
Wells Fargo & Company
SRS Capital Advisors
Royal Bank of Canada
UBS Group
Cetera Investment Advisers
Stifel Financial
Northwestern Mutual Wealth Management Company
Csenge Advisory Group
Rockport Wealth
Advisor Group Holdings
Envestnet Asset Management
Private Advisor

View all funds holding First Trust Morningstar Divid Ledr